Legacy Wealth Management, Inc Ishares Russell 1000 Gr ETF Transaction History

Legacy Wealth Management, Inc

$1.7 Billion
Q3 2025

A detailed history of Legacy Wealth Management, Inc transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Legacy Wealth Management, Inc holds 1,274 shares of IWF stock, worth $599,964. This represents 0.04% of its overall portfolio holdings.

Number of Shares

1,274

Previous 1,274 -0.0%

Holding current value

$599,964

Previous $537,000 10.99%

% of portfolio

0.04%

Previous 0.03%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	BUY	$360.07 - $417.26 $5,040 - $5,841	14 Added 1.11%	1,274 $460,000
Q2 2024 Jul 12, 2024	SELL	$316.15 - $367.33 $7,271 - $8,448	-23 Reduced 1.79%	1,260 $459,000
Q1 2024 Apr 12, 2024	SELL	$294.43 - $339.01 $47,403 - $54,580	-161 Reduced 11.15%	1,283 $432,000
Q4 2023 Jan 23, 2024	BUY	$256.94 - $304.21 $24,409 - $28,899	95 Added 7.04%	1,444 $437,000
Q1 2023 Apr 11, 2023	SELL	$209.92 - $244.33 $46,182 - $53,752	-220 Reduced 14.02%	1,349 $329,000

Q4 2022 Jan 17, 2023	SELL	$207.03 - $232.89 $62,316 - $70,099	-301 Reduced 16.1%	1,569 $0
Q3 2022 Oct 12, 2022	BUY	$210.4 - $257.47 $5,891 - $7,209	28 Added 1.52%	1,870 $393,000
Q2 2022 Jul 22, 2022	BUY	$209.9 - $283.21 $99,492 - $134,241	474 Added 34.65%	1,842 $403,000
Q1 2022 Apr 27, 2022	SELL	$246.62 - $307.78 $12,824 - $16,004	-52 Reduced 3.66%	1,368 $380,000
Q2 2021 Jul 14, 2021	BUY	$244.58 - $272.16 $35,708 - $39,735	146 Added 11.46%	1,420 $386,000
Q2 2020 Jul 28, 2020	BUY	$144.16 - $193.61 $183,659 - $246,659	1,274 New	1,274 $245,000
Q1 2020 Apr 09, 2020	SELL	$131.63 - $192.29 $167,696 - $244,977	-1,274 Closed	0 $0
Q4 2019 Jan 30, 2020	SELL	$155.29 - $176.84 $82,614 - $94,078	-532 Reduced 29.46%	1,274 $224,000
Q3 2019 Oct 09, 2019	BUY	$158.47 - $162.55 $42,153 - $43,238	266 Added 17.27%	1,806 $288,000
Q2 2019 Jul 17, 2019	BUY	N/A	1,540 New	1,540 $242,000

Others Institutions Holding IWF

# of Institutions

2,629

Shares Held

205M

Call Options Held

534K

Put Options Held

288K

View Full List

About ISHARES RUSSELL 1000 GR ETF

Ticker IWF
Sector ETFs
Industry ETFs

More about IWF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Wealth Management, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Wealth Management, Inc with notifications on news.

Account

Legacy Wealth Management, Inc Ishares Russell 1000 Gr ETF Transaction History